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Alpha Architect 1-3 Month Box ETF
BOXX

172 hedge funds and large institutions have $1.08B invested in Alpha Architect 1-3 Month Box ETF in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 78 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

111% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 37

21% more funds holding in top 10

Funds holding in top 10: 14 → 17 (+3)

11% more capital invested

Capital invested by funds: $971M → $1.08B (+$107M)

10% more funds holding

Funds holding: 156 → 172 (+16)

3.83% less ownership

Funds ownership: 30.84% → 27.01% (-3.8%)

Holders
172
Holders Change
+16
Holders Change %
+10.26%
% of All Funds
2.47%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.24%
New
33
Increased
78
Reduced
37
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$53.5M
2
Mariner
Mariner
Kansas
+$39.9M
3
MG
Marex Group
+$16.4M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$15.4M
5
Jane Street
Jane Street
New York
+$14.9M

Top Sellers

Rank Fund Capital Flow
1
EF
Empowered Funds
Pennsylvania
-$82.4M
2
SFC
Strategic Financial Concepts
Texas
-$63.3M
3
Creative Planning
Creative Planning
Kansas
-$21M
4
Morgan Stanley
Morgan Stanley
New York
-$19.1M
5
FS
Ferguson Shapiro
Georgia
-$14.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
126
Thoroughbred Financial Services
Tennessee
$404K +$433 +4 +0.1%
HI
127
Harbour Investments
Wisconsin
$381K – – –
RZH
128
Relyea Zuckerberg Hanson
Connecticut
$378K +$9.97K +92 +3%
SWA
129
Stratos Wealth Advisors
Ohio
$371K +$116K +1,075 +46%
MA
130
MKT Advisors
California
$359K +$325 +3 +0.1%
CCM
131
Condor Capital Management
New Jersey
$353K +$3.36K +31 +1%
MW
132
Marcum Wealth
Ohio
$347K +$40K +369 +13%
Thrivent Financial for Lutherans
133
Thrivent Financial for Lutherans
Minnesota
$344K – – –
WS
134
Wedbush Securities
California
$341K -$32K -295 -9%
MFT
135
Moisand Fitzgerald Tamayo
Florida
$338K – – –
Vontobel Holding
136
Vontobel Holding
Switzerland
$327K – – –
GWM
137
Greenwich Wealth Management
Connecticut
$325K +$323K +2,983 New
BRWA
138
B. Riley Wealth Advisors
Florida
$316K +$314K +2,900 New
HAM
139
Harmony Asset Management
Arizona
$311K -$5.42K -50 -2%
SFC
140
Strategic Financial Concepts
Texas
$310K -$63.3M -584,623 -100%
SPWM
141
Straight Path Wealth Management
Michigan
$306K +$43.3K +400 +17%
Goldman Sachs
142
Goldman Sachs
New York
$305K – – –
PSCM
143
Per Stirling Capital Management
Texas
$286K – – –
SWM
144
SeaCrest Wealth Management
New York
$283K – – –
PWA
145
Peterson Wealth Advisors
Utah
$261K +$260K +2,399 New
SA
146
Skyline Advisors
Washington
$258K +$256K +2,366 New
SI
147
Stephens Inc
Arkansas
$257K – – –
Baird Financial Group
148
Baird Financial Group
Wisconsin
$256K +$255K +2,350 New
HFAS
149
Hummer Financial Advisory Services
Illinois
$240K – – –
CIAS
150
Capital Investment Advisory Services
North Carolina
$234K – – –
4 5
6
7 8

BOXX Hedge Fund Activity: Q3 2024 in Review

172 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect 1-3 Month Box ETF (BOXX) for Q3 2024, worth a combined $1.08B — up 11% from $971M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new BOXX positions and 15 closed out — a net gain of 18 holders — while 78 added to existing stakes and 37 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $53.5M. The largest seller was Empowered Funds, cutting an estimated $82.4M.

  • 172 institutional investors held Alpha Architect 1-3 Month Box ETF (BOXX) as of Q3 2024, up from 156 in Q2 2024.
  • Funds reported $1.08B of Alpha Architect 1-3 Month Box ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 33 funds opened new Alpha Architect 1-3 Month Box ETF positions in Q3 2024 and 15 closed out, a net change of +18 holders.
  • The largest Alpha Architect 1-3 Month Box ETF buyer in Q3 2024 was Wealth Enhancement Advisory Services, an estimated $53.5M added.
  • The largest Alpha Architect 1-3 Month Box ETF seller in Q3 2024 was Empowered Funds, an estimated $82.4M sold.

Based on aggregated 13F filings for Q3 2024.